WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH vs Nippon India Vision Fund compare
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
Chart Comparison
Overview
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Fund | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹1959 Cr | ₹6690 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 22 Dec 2023 | 08 Oct 1995 |
| Category | Large and Mid Cap | Large and Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 Large MidCap Index | NIFTY Large Midcap 250 TRI |
| Turn Over | % | 74% |
| Expense Ratio | 2.04 | 1.96 |
| Manager | Ramesh Mantri | Amar Kalkundrikar |
| ISIN Code | INF03VN01837 | INF204K01406 |
| Exits Load | WhiteOak Capital Large & Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Nippon India Vision Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| 1 Month | 0.63% | 0.32% |
| 6 Month | 6.21% | 4.49% |
| 1 Year | 4.55% | 2.73% |
| 3 Year | - | 19.97% |
| 5 Year | - | 20.66% |
SIP Return Analysis
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| 6 Month | 3.88% | 2.33% |
| 1 Year | 18.94% | 13.85% |
| 3 Year | - | 17.8% |
| 5 Year | - | 18.14% |
Rolling Lumpsum Returns
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| 1 Year | 8.56% | 19.31% |
| 3 Year | - | 16.9% |
| 5 Year | - | 13.93% |
Risk Management
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Standard Deviation | - | 12.43% |
| Sharp | - | 1.09% |
| Beta | - | 0.93% |
| Alpha | - | 2.62% |
Fund Managers
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Name | Ramesh Mantri | Amar Kalkundrikar |
| Total AUM | ₹0 Cr | ₹19671 Cr |
| Funds Managed | 10 | 4 |
| WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
Market Cap
| Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Others | 17.92 | 1.66 |
| Large Cap | 43.01 | 58.81 |
| Mid Cap | 33.7 | 39.53 |
| Small Cap | 5.37 | - |
Sector Allocation
| Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Others | 8.43 | 1.66 |
| Communication Services | 5.28 | - |
| Energy | 4.19 | - |
| Industrials | 9.48 | - |
| Technology | 9.5 | - |
| Basic Materials | 5.13 | - |
| Financial Services | 31.39 | - |
| Healthcare | 8.48 | - |
| Real Estate | 4.55 | - |
| Consumer Cyclical | 10.05 | - |
| Consumer Defensive | 3.04 | - |
| Utilities | 0.47 | - |
| Petroleum Products | - | 5.37 |
| Industrial Products | - | 3.88 |
| IT - Software | - | 5.55 |
| Retailing | - | 9.37 |
| Construction | - | 0.9 |
| Diversified FMCG | - | 0.37 |
| Banks | - | 16.17 |
| Leisure Services | - | 2 |
| Automobiles | - | 7.54 |
| Aerospace & Defense | - | 1.17 |
| Electrical Equipment | - | 4.59 |
| Ferrous Metals | - | 3.68 |
| Chemicals & Petrochemicals | - | 1.84 |
| Power | - | 2.6 |
| Personal Products | - | 0.75 |
| Capital Markets | - | 1.12 |
| Finance | - | 4.99 |
| Non - Ferrous Metals | - | 0.68 |
| Fertilizers & Agrochemicals | - | 0.17 |
| Consumer Durables | - | 4.47 |
| Diversified Metals | - | 1.84 |
| Oil | - | 0.75 |
| Food Products | - | 0.92 |
| Industrial Manufacturing | - | 1.25 |
| Telecom - Services | - | 0.9 |
| Pharmaceuticals & Biotechnology | - | 2.89 |
| Auto Components | - | 1.42 |
| Financial Technology (Fintech) | - | 1.53 |
| Healthcare Services | - | 0.92 |
| Cement & Cement Products | - | 2.17 |
| Transport Services | - | 2.19 |
| Beverages | - | 0.57 |
| Textiles & Apparels | - | 1.77 |
| Insurance | - | 2.01 |
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